2024-11-12T09:16:45-06:00 2023-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-01-01 541990544 FPA OF THE NATIONAL CAPITAL AREA FPAO 7036201712 1478 GREENMONT COURT RESTON VA 20190 CATHERINE MULCAHEY TREASURER 7036201712 2024-11-12 1 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2023 2024-10-15 13:58:12Z KELLY MCNERNEY 1478 GREENMONT COURT RESTON VA 20190 214493 0 3687 X WWW.FPANCA.ORG X 2000 VA SEE PART III, LINE 1. 18 18 0 18 0 0 5921 0 248347 213020 16 223 -253 1250 254031 214493 3500 0 0 0 10218 0 0 0 0 273846 285625 287564 285625 -33533 -71132 250116 157097 0 28192 250116 128905 SERVE THE NEEDS OF ITS MEMBERS AND TO ESTABLISH THE VALUE OF FINANCIAL PLANNING AND THE SUCCESS OF THE FINANCIAL PLANNING PROFESSION, AND TO PROVIDE A FORUM FOR EDUCATION AND CAREER DEVELOPMENT FOR ITS MEMBERS. 0 0 TWO SYMPOSIUMS EACH YEAR FOR THE PURPOSES OF PROVIDING CONTINUING EDUCATION FOR THE MEMBERS, NETWORKING OPPORTUNITIES FOR MEMBERS AND SPONSORS, AND RECOGNITION TIME FOR SPONSORS OF THE ASSOCIATION. MONTHLY MEMBERSHIP MEETINGS FOR THE PURPOSE OF PROVIDING CONTINUING EDUCATION FOR THE MEMBERS, NETWORKING OPPORTUNITIES FOR MEMBERS AND SPONSORS, AND RECOGNITION TIME FOR SPONSORS OF THE ASSOCIATION. SPECIALIZED MEETINGS THROUGHOUT THE YEAR FOR THE PURPOSE OF PROVIDING NETWORKING EVENTS, SPECIALIZED TRAINING FOR MEDIA RELATIONS WORK, MEMBERSHIP RECRUITING AND RETENTION ACTIVITIES AND COMMITTEE BUILDING ACTIVITIES. 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 0 0 0 0 0 0 0 0 0 X 18 18 1 1 0 0 1 0 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X KRISTIN BEANE 7036201712 1478 GREENMONT COURT RESTON VA 20190 X KELLY MCNERNEY PRESIDENT 5.00 X X 0 0 0 KIRK TAYLOR CHAIR 5.00 X X 0 0 0 SAMUEL BOYD PRESIDENT ELECT 5.00 X X 0 0 0 AARON CLARK TREASURER 5.00 X X 0 0 0 JESSICA JAROSIK SPONSORSHIP 2.00 X 0 0 0 JONATHAN DUGGAN SOCIAL/GOLF 2.00 X 0 0 0 CANDACE LEE PRO BONO 2.00 X 0 0 0 MARCIO SILVEIRA PRO BONO 2.00 X 0 0 0 JARED JONES SOCIAL/GOLF 2.00 X 0 0 0 JOHN WITTELSBERGER PROGRAMMING 2.00 X 0 0 0 CARL HOLOBUWICH ALLIED PROFESSIONALS 2.00 X 0 0 0 CHRIS MELLONE PROGRAMMING 2.00 X 0 0 0 BELLE OSVATH PR 2.00 X 0 0 0 EVAN BEACH PR 2.00 X 0 0 0 ALISHIA DUBOIS NEXGEN 2.00 X 0 0 0 ANDREW FINCHER NEXGEN 2.00 X 0 0 0 GRACE ROGAN MEMBERSHIP 2.00 X 0 0 0 MARK TROUTMAN SPONSORSHIP 2.00 X 0 0 0 CATHERINE MULCAHEY SECRETARY/SPONSORSHIP 5.00 X 0 0 0 KRISTIN BEANE EXECUTIVE DIRECTOR (SEE SCH. O) 40.00 X 0 0 0 0 0 0 0 0 0 0 ENDEAVOR CONSULTING 2 MARINA DRIVE HULL MA 02045 ASSOCIATION MANAGEMENT 142988 1 SPONSORSHIP REVENUE 900099 97920 97920 MEMBERSHIP DUES 900099 63609 63609 REGISTRATION REVENUE 900099 51491 51491 213020 223 223 MISCELLANEOUS REVENUE 900099 1250 1250 1250 214493 213020 0 1473 142988 1035 2271 619 1177 3054 7945 117587 350 CREDIT CARD CHARGES 5996 GIFTS 2243 MISCELLANEOUS EXPENSES 350 LICENCES AND PERMITS 10 285625 68188 148755 181928 7724 14731 14113 0 618 250116 157097 28192 0 28192 X 250116 128905 250116 128905 250116 157097 -71132 -50079 0 X 0 0 0 0 1 0 14731 14113 618 618 FORM 990, PART VI, SECTION A, LINE 2 CHRIS MELLONE AND BELLE OSVATH HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 FPA OF THE NATIONAL CAPITAL AREA ENGAGED ENDEAVOR CONSULTING TO PROVIDE ASSOCIATION MANAGEMENT SERVICES AND OVERSEE THE DAY-TO-DAY OPERATIONS OF THE ORGANIZATION. KRISTIN BEANE, FPA NCA EXECUTIVE DIRECTOR, IS EMPLOYED BY ENDEAVOR CONSULTING. ENDEAVOR CONSULTING WAS PAID $142,988 FOR SERVICES PROVIDED IN 2023. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION OFFERS FOUR TYPES OF MEMBERSHIPS: FULL PRACTITIONER, STUDENT, ALLIED PROFESSIONAL, AND ACADEMIC MEMBER. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS HAVE THE RIGHT TO MAKE REVISIONS TO THE ORGANIZATION'S BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE EXECUTIVE DIRECTOR AND TREASURER BEFORE FILING. IT WAS MADE AVAILABLE FOR REVIEW BY ALL MEMBERS OF THE BOARD OF DIRECTORS, AT THEIR REQUEST. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE DIRECTOR INQUIRES OF BOARD MEMBERS AT LEAST ONCE A YEAR IF THERE ARE ANY INTERESTS THAT COULD GIVE RISE TO A CONFLICT. THEN THE BOARD WOULD TAKE STEPS THAT ARE NECESSARY TO RESOLVE THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT FORMED A COMPENSATION COMMITTEE IN JANUARY 2017 TO REVIEW COMPENSATION POLICIES AND LEVELS. THE COMPENSATION COMMITTEE MET SEVERAL TIMES THROUGHOUT THE YEAR. THEY REVIEWED COMPARABLE JOB DESCRIPTIONS, OTHER CHAPTERS IN THE ORGANIZATION, OTHER NONPROFIT ASSOCIATIONS FOR JOB DESCRIPTIONS AND COMPENSATION, AS WELL AS THE LENGTH OF SERVICE TO THE CHAPTER. THE COMPENSATION COMMITTEE AGREED ON A POLICY AND A COMPENSATION LEVEL FOR THE EXECUTIVE DIRECTOR. ONCE THE COMPENSATION COMMITTEE FORMULATED A POLICY AND COMPENSATION LEVEL, THEY PRESENTED THEIR IDEAS TO THE FULL BOARD, ALLOWED THE BOARD TO MAKE FURTHER RECOMMENDATIONS, AND THEN HAD THE FULL BOARD APPROVE THE POLICY AND THE COMPENSATION LEVEL. THE LAST COMPENSATION REVIEW TOOK PLACE IN OCTOBER 2024. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY, AND DOCUMENT RETENTION AND DESTRUCTION POLICY ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THESE DOCUMENTS AND POLICIES AND THE FINANCIAL STATEMENTS ARE MADE ALSO AVAILABLE UPON REQUEST.